WM

Wamsi Mohan

Person

Heard in 1 episode across 1 show since Sep 2026

Wamsi Mohan is a Managing Director at Bank of America who leads research covering IT and enterprise hardware and the technology supply chain. He is known for equity research and commentary on technology companies and hardware markets.

Episodes

1
across 1 show

First heard

Sep 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20261
Oct 20260

What Wamsi Mohan has said on podcasts

9 statements

  1. on iPhone DuoNegativeSep 10, 2026· Bloomberg Tech

    iPhone Duo's high price will initially limit its addressable market

    “the $2,000 price point or $19.99 may lead to a more modest addressable market from the start and will grow from there”

    Listen at 9:03

    Open the episode · Apple’s Ternus Era Starts the iPhone Duo
  2. on Apple Inc.NegativeSep 10, 2026· Bloomberg Tech

    Apple currently trails peers in AI advancement

    “they have somewhat lagged their peers in terms of their push into AI”

    Listen at 9:22

    Open the episode · Apple’s Ternus Era Starts the iPhone Duo
  3. on Apple AI monetizationMixedSep 10, 2026· Bloomberg Tech

    Apple's AI monetization will determine medium-term stock outperformance

    “I think the AI question is the medium term question for whether the stock outperforms or not.”

    Listen at 9:39

    Open the episode · Apple’s Ternus Era Starts the iPhone Duo
See all 9 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Wamsi Mohan, newest first

Wamsi Mohan · PodLume